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Vanguard Intermediate-Term Tax-Exempt Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$151K +$151K +1,500 New
TRCT
127
Tower Research Capital (TRC)
New York
$146K +$146K +1,450 New
RTL
128
Red Tortoise LLC
Georgia
$112K +$1.21K +12 +1%
IA
129
IFP Advisors
Florida
$101K +$101K +1,000 New
DPW
130
DiNuzzo Private Wealth
Pennsylvania
$83.5K +$9.97K +99 +14%
WP
131
WealthShield Partners
North Carolina
$66.8K +$66.8K +663 New
ANBT
132
American National Bank & Trust
Texas
$66.7K +$35.8K +355 +116%
NSIM
133
North Star Investment Management
Illinois
$58.6K +$604 +6 +1%
HNB
134
Huntington National Bank
Ohio
$57K
GK
135
Graney & King
New York
$51K +$504 +5 +1%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$41K
TC
137
Trust Company
Kansas
$40.5K +$5.04K +50 +14%
PTC
138
Private Trust Company
Ohio
$40.4K +$40.4K +401 New
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$23K +$22.9K +227 New
RWM
140
Raffa Wealth Management
District of Columbia
$13.7K +$13.7K +136 New
Fidelity Investments
141
Fidelity Investments
Massachusetts
$3.26K -$604 -6 -16%
SWM
142
Spire Wealth Management
Virginia
$3.02K -$20.1K -200 -87%
Morgan Stanley
143
Morgan Stanley
New York
$1.98K +$1.91K +19 New
Wells Fargo
144
Wells Fargo
California
$19
PPWM
145
PFG Private Wealth Management
Florida
-$1.93M -19,244 Closed
WTC
146
WhitTier Trust Company
Nevada
-$936K -9,341 Closed
MW
147
Maia Wealth
Colorado
-$658K -6,525 Closed
IAN
148
Integrated Advisors Network
Texas
-$412K -4,109 Closed
BHWA
149
Beacon Harbor Wealth Advisors
Virginia
-$201K -2,000 Closed
FAG
150
Financial Architects (Georgia)
Georgia
-$201K -2,000 Closed